It would help improve efficiencies throughout our construction division. Having documents in the my documents to review folder in the PM work center is the most efficient way to do the approvals but it only works for the Purchase Orders. If we could use that process for the documents mentioned above it would be very beneficial. Also, the sequential approval priority that can be set up in the Purchase Order workflows would be very helpful with the other documents as well.
Guest
| Company | Limbach Company LLC |
| Job Title / Role | Operations Manager |
| I need it... | Yesterday...Come on already |
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We are looking for a contract review workflow using Vista. It seems to makes sense that it would use the Workflow module, but I think having the ability to review, make comments, and approve in Keystyle would be beneficial. We are currently testing a process using DM Document Review, but in order to get it the process to work properly we will need to build out some WF Notifiers. It would be better if this could be automated using the Workflow module similar to the previous comments.
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Although most customers that I've worked with over the years are more comfortable with HQ Reviewer Groups, I agree with Luke that it makes more sense to be consistent with PO Approvals and use WF Workflow/HQ Role based approvals for SL Subcontracts. And yes, it is a glaring gap for larger contractors who have significant subcontract exposure.
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Mark,
Something similar to AP Invoice Review would be nice. It’s a more user-friendly process in my opinion.
Thank you,
[cid:TaftElectric,RGB-124_6c780457-f57e-4709-8f08-93e3c8246aa3.jpg] Cameron Miller | Purchasing Manager Assistant
TAFT ELECTRIC COMPANY
805-765-2557 - Direct
805-767-7175 - Cell
Serving all of California
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We use the Work Centers for most process flows, especially for Subcontracts and Subcontract Change Orders. For example, when a project starts a SCO the status defaults to Open and everyone can see it is in progress. When the project finishes the initial SCO they change the status to Pending so the Purchasing Team can review, edit and send out via DocuSign. When the SCO is returned the Purchasing Team reviews, attaches, and changes the status to Approved. The Contract Admins then review and Interface. It would be great to allow changes in Statuses per project to send out notices to those in the Workflow.
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I could support either method. I am just not as familiar with the PO routing. We are so desperate for client contract and subcontract routing, we are looking into repurposing the Submittals or RFI's in TEAM!!! Being a subcontractor, these are not as useful to us because we have to submit those in the GC tool. Thanks!
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I would prefer a new document type to workflow process for sub-contracts similar to PO’s.
Shelly Klarner
Sr. Estimator / Systems Specialist
Office (920) 882-2508 | Cell (920) 810-3272 | Fax (920) 882-2608
Consolidated Construction Co., Inc.
(800) 642-6774 www.1call2build.com
[cid:image001.png@01D6BDCB.7645E070]
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@MarkCadman I would say that leveraging the workflow engine, like PO's, makes the most sense b/c then you can leverage the same roles on a project as PO's. Maybe a different workflow with different thresholds but the same roles. Seems to me it was designed with the intent to add different doc types like Subcontracts?? It would be nice to have this functionality for Sub and PO Change Orders too. The other thing that would be nice is the ability to approve these doc types in Keystyle without the ability to create a PO or Subcontract. We aren't currently using Work Centers all that much so it is, in some cases, the only time a PM has to go to one. And can't do it on the go. I would turn it on in Keystyle but then they could create one too which we are not quite ready for. Happy to discuss as always!
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Hey Team,
I wanted to let you know that Gary Gilmore, Michael Smith, and I just has a quick chat about the possibility of bringing a subcontractor workflow to the Financial Controls web portal. We are considering how we might setup the approval workflow and would like your opinions. Would you prefer that we setup a new HQ Reviewer Group Type for Subcontract and follow a similar setup like AP Invoice Review? Or would you prefer we add a new Document Type to WF Workflow Process for Subcontract similar to PO?
Please let us know and we can incorporate this feedback into our designs later.
Thank you!
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I would go a step further and suggest the PO approval and routing should be just like APUI and use the same Reviewer/Reviewer Group tools...
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Is this still being reviewed by development? We have a glaring need for workflow when it comes to subcontracts that get need review by a Manager before someone has the ability to send the document. We utilize Create and Send so we can't shut off that feature so I am not sure what other options we have to secure the ability for a user to send a subcontract out prior to review and approval??
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We are reviewing this across the platform - it is a significant undertaking.
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